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Sundaram Monthly Income Plan - Aggressive Plan - Direct Plan (HD)

PLAN: Direct OPTIONS: Half Yearly Dividend
14.388 0.01 (0.08%)

NAV as on 23 Mar, 2017

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : MIP Aggressive
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ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in MIP Aggressive category by Crisil (for quarter ended Dec 2016) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

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Returns (NAV as on 23 Mar, 2017)

Period Returns (%) Rank #
1 mth -0.1 92
3 mth 2.6 65
6 mth 2.9 49
1 year 13.5 25
2 year 9.3 24
3 year 14.1 10
5 year - -

# Moneycontrol Rank within 103 MIP Aggressive Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 - - 3.2 0.1 3.9
2013 -3.5 -4.0 -5.2 2.4 -8.9

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (MIP Aggressive)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -0.1 2.6 2.9 13.5 9.3 14.1 --
Category avg 0.7 2.6 2.9 10.8 8.6 10.8 5.6
Difference of Fund returns and Category returns -0.8 0.0 0.0 2.7 0.7 3.3 --
Best of category 1.5 7.5 10.4 23.8 19.4 16.3 13.7
Worst of category -0.8 -3.2 -6.4 -5.8 5.0 5.6 6.4
Sundaram Monthly Income Plan - Aggressive Plan - Direct Plan (HD) Review by Crisil - Rating: 4 (Rank 2 out of 5)

Investment Info

Investment Objective

The primary objective of the scheme is to generate regular income through investment in fixed income securities. The secondary objective is to generate long term capital appreciation by investing a portion of the schemes assets in equity and equity related instruments.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Jan 01, 2013
Benchmark CRISIL MIP Blended Fund
Asset Size (Rs cr) 1.29 (Dec-31-2016)
Minimum Investment Rs.5000
Last Dividend N.A.
Bonus N.A.
Fund Manager Dwijendra Srivatsava/Siddharth Chaudhary/Sandeep Agarwal/Shiv Chanani
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments N.A.

Contact Details

Regd. Office Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah, Chennai. , 600 014
Tel. No. 91 44 28583362, 28583367
Fax No. 91 44 28583156
Email sundarammutual@sundarammutual.com
Website http://www.sundarammutual.com

Peer Comparison

MIP Aggressive Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC MIP - LTP - Direct (G) Rank 2
189.13 2.9 3.1 16.4 14.1 --
HDFC MIP - LTP (G) Rank 2
3,537.41 2.8 2.8 15.7 13.5 11.1
Reliance MIP (G) Rank 3
2,441.95 2.6 2.2 11.4 12.5 10.6
Reliance MIP - Direct (G) Rank 3
84.42 2.9 2.6 12.3 13.5 --
Birla SL MIP II-Wealth 25 (G) Rank 1
1,376.69 6.2 3.0 19.4 16.1 13.7
* Returns over 1 year are Annualised More »

Portfolio

Sector Allocation (Feb 28, 17)

Sector %

1-Year

HighLow

Oil & Gas 4.38 0.00 0.00
Chemicals 3.65 0.00 0.00
Manufacturing 3.60 0.00 0.00
Cement 2.91 0.00 0.00
Cons NonDurable 1.64 0.00 0.00
Retail & Real Estate 1.01 0.00 0.00

View All Sectors

Asset Allocation (%)(Feb 28, 17)

Equity 22.76
Others 0.00
Debt 66.20
Mutual Funds N.A
Money Market 7.52
Cash / Call 3.53

View All

Concentration

Holdings (%)
Top 5 33.12
Top 10 52.08
Sector (%)
Top 3 11.63

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